Main Office:
2401 Sardis Road North, Suite 110
Charlotte, NC 28227
Texas Office:
9441 Lyndon B. Johnson Fwy Suite 512
Dallas, TX 75243
Mississippi P&C Office:
180 Canal Place
Philadelphia, MS 39350
Compliance
Use of Medicare ID card in marketing materials - CMS prohibits the use of the Medicare name, logo, or products in a misleading way. It must be clear that the entity being represented in the material is not Medicare or representing Medicare or the Federal Government.
The Medicare ID card can be used in materials as long as CMS has given prior authorization to use it, and it is not misleading.
Follow the process below for obtaining prior CMS approval:
- Send an email to the
This email address is being protected from spambots. You need JavaScript enabled to view it. (This email address is being protected from spambots. You need JavaScript enabled to view it. ) outlining how the Medicare ID card image will be used and in what materials. - After submission, you will receive either an approval or disapproval from the CMS marketing mailbox.
- If approved, you need to upload the email approval along with the actual piece to Compliance for the review process.
If you have any questions, call us today at 866-568-9649!
You may also email our Compliance Department at
Two new requirements established by the Department of Health and Human Services (HHS) and the Centers for Medicare & Medicaid Services (CMS) have gone into effect. The 2024 Notice of Benefit and Payment Parameters (NBPP) outlined additional requirements agents, and brokers must take when assisting consumers with the Marketplace. Click here to view.
Please be aware of a fraud that is targeting Medicare/ Medicaid (dual-eligible) members who are due to renew their eligibility in their Medicaid health plan. This is also known as “recertification” or “redetermination”. Scammers will offer help with “recertification” for a fee and ask members to share credit card or other personal information.
On April 5, The Centers for Medicare & Medicaid Services (CMS) released the Final Rule for Contract Year (CY) 2024, which included numerous updates and new regulations regarding the marketing and sale of Medicare Advantage and Part D programs. These updates will be effective September 30, 2023.
After a hiatus of more than two years, states will resume Medicaid disenrollments effective April 1, 2023.
Our compliance team has come up with a "How To" guide on how SEP's work and what you need to do to ensure you remain compliant.